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Snowflake Inc (SNOW)

Sobrevalorada
TechnologySoftware - ApplicationUnited States

Fundamental

43

Precio

$339.56

Capitalización Bursátil

$115.76B

Parte 1 · Cuánto vale la empresa

Resumen

Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. The company's platform includes artificial intelligence (AI) Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data applications, and share data and data products, as well as applies AI for solving business problems. It serves financial services, advertising, media and entertainment, retail and consumer goods, healthcare and life sciences, manufacturing, technology, telecom, travel and hospitality, and government and defense industries, as well as the public sector. the company has a collaboration with OpenAI, L.L.C. for the development of AI solutions for joint enterprise customers that deliver tangible return on investment. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Menlo Park, California.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$5.43B

Últimos 12 meses (hasta 31/7/2026)

Beneficio Neto

$-1.09B

Últimos 12 meses (hasta 31/7/2026)

Flujo de Caja Libre

$1.12B

Patrimonio Neto Total

$1.92B

Pasivo Total

$7.21B

Ratio de Liquidez

0.94

Cobertura de Intereses

148.76

Deuda/EBITDA

-

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalSobrevalorado

Valor Justo

$256.79

Precio Actual

$339.56

Margen de Seguridad

-32.2%

Rango de Valor Justo

$166.91 - $346.66

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$425.14
Flujo de caja descontado (DCF):$46.35
Múltiplo sobre beneficios (P/E):Datos insuficientes para calcularlo
Fórmula de crecimiento de Graham:Datos insuficientes para calcularlo
Valor de la capacidad de generar beneficios (EPV):Datos insuficientes para calcularlo
P/B justificado:Datos insuficientes para calcularlo
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:Datos insuficientes para calcularlo
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$79.42
Consenso de Analistas:Compra Fuerte (51B / 6H / 1S)
Última Sorpresa de Resultados:+36.20%

Métricas de Valoración

Ratio P/E

-

ROE

-69.2%

Ratio P/B

55.73

P/FCF

100.23

Margen Bruto

67.0%

ROIC

-19.7%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-19.7%

WACC

11.6%

ROIC − WACC

-31.3 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (12)

  • EPS shows upward trend
  • Gross Margin 67.0%
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Revenue Growth 5Y 51.2%
  • Analyst Consensus 88% Buy
  • Earnings Surprise avg 20.6%
  • Share Dilution 1.2%
  • Net Margin Trend -20.1% vs -33.5%

Fallido (10)

  • Price CAGR 2.64%
  • ROIC -19.7%
  • P/FCF 100.23
  • P/B Ratio 55.73
  • Operating Margin -22.8%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -53.6%
  • Piotroski F-Score 4/9

No disponible (5)

  • Dividend Payout NaN%
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

4/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

1.2%

El número de acciones es estable

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Sridhar Ramaswamy Ph.D.CEO & Director58
Dr. Benoit Dageville Ph.D.Co-Founder, Strategic Advisor & Director58
Mr. Brian G. RobinsChief Financial Officer55
Mr. Christian KleinermanExecutive Vice President of Product Management49
Mr. Vivek RaghunathanSenior Vice President of Engineering46
Mr. Thierry CruanesCo-Founder-
Ms. Emily HoChief Accounting Officer45
Mr. S. MuralidharChief Technology Officer-
Mr. Mike BlandinaChief Information Officer-
Ms. Katherine Anne McCrackenHead of Investor Relations-

Riesgo de Auditoría

3

Riesgo del Consejo

10

Riesgo de Compensación

10

Riesgo de Derechos del Accionista

7

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-03-20

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-09-04

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-09-02

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for SNOW, sourced from Markets Gazette.

  • 28d agoPOSITIVE
    Snowflake has a secret weapon that’s powering its stock toward a huge gain

    Snowflake's AI-powered coding assistant, 'Snowpark Container Services', is reportedly a key driver of significant sales momentum, contributing to a substantial stock price increase. This innovative tool is enhancing customer adoption and expanding the company's market reach within the data cloud sector. The positive reception and integration of this AI capability suggest strong future revenue growth and market share gains for Snowflake, making it an attractive prospect for investors looking for exposure to AI-driven enterprise solutions.

  • 29d agoPOSITIVE
    Snowflake’s stock soars as the company blows away estimates with its AI-fueled forecast

    Snowflake Inc. has experienced a significant surge in its stock price following an exceptional earnings report that surpassed analyst expectations. The company's robust revenue growth is attributed to its increasing adoption by businesses developing AI tools, leveraging Snowflake's data platform. This strong performance indicates a high demand for its services in the burgeoning AI sector, positioning Snowflake as a key player in enabling AI innovation. Investors are likely to view this trend positively, anticipating continued expansion and market share gains as AI adoption accelerates.

  • 29d agoNEUTRAL
    Snowflake forma una divergenza ribassista prima degli utili: salirà o crollerà?

    Snowflake Inc. is poised for a significant price movement as it prepares to release its financial results today, September 2nd. The stock has traded within a narrow range, currently priced at $319.80, down slightly from its recent monthly high of $341. As a leading data warehousing company, Snowflake is experiencing robust growth, fueled by increasing demand from major clients like Honeywell, Amazon, and Siemens Energy, particularly within the AI era. The company's first-quarter results indicated accelerating growth, with revenues up 33%. Investors will be closely watching the earnings report for confirmation of this growth trajectory and any forward guidance that could impact future performance.

  • 6/17/2026NEUTRAL
    Snowflake Vs. Databricks: Can SNOW Stock Hold Its Ground Against A Rising Tech Giant?

    Snowflake Inc. (NYSE: SNOW) is facing increased competition from Databricks, which is experiencing rapid growth. Despite this competitive pressure, analysts suggest that Snowflake's stock remains a buy due to its stronger cash flow generation and a comparatively lower valuation. Recent analyst ratings from March 2022 show a mixed sentiment, with Cowen & Co. maintaining an 'Outperform' rating, Rosenblatt maintaining 'Neutral', and Jefferies maintaining 'Hold'. This dynamic suggests ongoing debate among analysts regarding SNOW's future performance relative to its key competitor.

  • 5/30/2026NEUTRAL
    Snowflake CEO says monster quarter shows why software firms need new pricing models to thrive in AI age

    Snowflake CEO Sridhar Ramaswamy commented on the company's 'monster quarter,' suggesting that software firms must adopt new pricing models to succeed in the AI era. He predicts that companies relying on traditional seat-based licensing will face challenges as AI enables employees to complete significantly more work. This perspective highlights a potential shift in software valuation metrics, moving away from user counts towards consumption or value-based pricing, which could impact how investors assess software companies' future revenue streams and profitability.

  • 5/28/2026POSITIVE
    Snowflake Stock Surges After 'Milestone Quarter': Analyst Says 'AI Acting As A Catalyst'

    Snowflake Inc. experienced a significant surge in its stock price following a 'milestone quarter', with analysts attributing the positive momentum to the company's advancements and growth in Artificial Intelligence (AI). The company's Q1 results have prompted analysts to raise their price targets, signaling strong investor confidence. The AI integration is seen as a key catalyst, driving performance and future potential for the data cloud company. This positive outlook suggests continued investor interest and potential for further stock appreciation.

via Markets Gazette